Taxes are most important source of revenue for the Government. These can be categorized as Direct taxes and Indirect Taxes. D...
Mode Of Delivery
Module 1: Introduction To Tax Planning
Tax Planning, Meaning Of Tax Planning , Techniques Of Tax Minimisation , Tax Planning Vs. Tax Evasions And Avoidance, Tax Planning Vs. Tax Management , Essentials And Avenues Of Tax Planning, Importance And Nature Of Tax Planning, Deductions, Deductions And Exemptions Available To NRI, Computation Of Tax Liability Of NRI, Double Taxation Relief
Module 2: Tax Liability of Various Financial Products
Introduction To Financial Products, Equity Shares: Listed And Unlisted , Equity Oriented Products, Exchange Traded Funds(Etfs), Equity Linked Savings Scheme (ELSS), Difference Between Mutual Fund And ELSS, Debt Products, Bonds, Debentures, Government Securities, PPF And Small Saving Schemes, Tax On Various Financial Transactions.
Module 3: Types Of Trust And Taxation Of Trust
Trust, Meaning And Definition Of Trust, Characteristic Of Trust, Essentials Of Trust , Trust Creation Documents- Trust Deed And Memorandum Of Association, Classification Of Trust, Meaning, Definition And Creation Of Charitable Trust, Charitable And Religious Trust, Registration Of Charitable Trust, Incomes Of Charitable And Religious Trusts.
Module 4: Tax Implications Of Trusts
Accumulation Of Incomes, Exemptions Available To Trust, Cases Where Exemptions Are Not Available, Tax Treatment Of Different Sources Of Incomes Of Charitable Trusts, Withdrawals And Exemptions , Levy Of Tax At The Maximum Marginal Rate.
Module 5: Property Documentation
Transfer Of Property, Documents For Transfer Of ‘Land And Building’, Agreement Of Sale, Content Of ‘Agreement To Sale’, Sale Deed, Content Of A Sale Deed, Essential Clauses Of A Sale Deed, Deed Of Assignment, Meaning And Types, Power Of Attorney, Meaning And Types, Memorandum Of Understanding, Mutation: Meaning And Needs
Who Should Attend?
After completing this course and successfully passing the certification examination, the student will be awarded the “Essentials of Tax Planning” certification.
If a learner chooses not to take up the examination, they will still get a 'Participation Certificate'.